Research Report · 2026-06-30
Largest Registered Investment Advisers in the Southeast
SEC-registered investment advisers based in the Southeast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,728
Total AUM
$11.72T
Median AUM
$378.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1201 | HOLCOMBE FINANCIAL, INC. | ATLANTA | 142238 | $451.6M | 5 | 2026-06-30 | → |
| 1202 | CAPITAL SQUARE, LLC | ATHENS | 286098 | $449.9M | 11 | 2026-05-31 | → |
| 1203 | GUIDANCE CAPITAL, INC. | LOUISVILLE | 323541 | $449.8M | 10 | 2026-04-30 | → |
| 1204 | MUSTARD SEED FINANCIAL, LLC | MAGNOLIA | 117737 | $449.4M | 10 | 2026-03-31 | → |
| 1205 | SILVERLEAFE CAPITAL PARTNERS, LLC | GERMANTOWN | 133174 | $449.2M | 7 | 2026-03-31 | → |
| 1206 | MONEYWISE INC | FOREST | 105103 | $449.2M | 10 | 2026-02-28 | → |
| 1207 | NOMAD FINTECH INC | ORLANDO | 307764 | $448.6M | 53 | 2026-01-31 | → |
| 1208 | ADKINS SEALE CAPITAL MANAGEMENT LLC | SHREVEPORT | 166749 | $448.2M | 3 | 2026-02-28 | → |
| 1209 | HARDIN CAPITAL PARTNERS, LLC | GREENVILLE | 153023 | $447.8M | 3 | 2026-02-28 | → |
| 1210 | KERRISDALE ADVISERS, LLC | MIAMI BEACH | 160804 | $447.8M | 4 | 2026-03-31 | → |
| 1211 | HAMILTON CAPITAL PARTNERS, LLC | ATLANTA | 314344 | $444.0M | 5 | 2026-04-30 | → |
| 1212 | MCDONALD FINANCIAL SERVICES, LLC | MONTGOMERY | 282899 | $443.5M | 8 | 2026-03-31 | → |
| 1213 | MONEY MANAGEMENT SERVICES, INC. | BIRMINGHAM | 106832 | $442.7M | 12 | 2026-03-31 | → |
| 1214 | MERIDIANA MFO LLC | CORAL GABLES | 306237 | $441.9M | 5 | 2026-04-30 | → |
| 1215 | ARDAN EQUITY PARTNERS, LLC | WEST PALM BEACH | 312470 | $441.4M | 6 | 2026-05-31 | → |
| 1216 | COLLWICK FUNDS GP, LLC | CHARLOTTE | 162923 | $439.6M | 4 | 2026-03-31 | → |
| 1217 | FWG HOLDINGS, LLC | WINTER PARK | 308968 | $439.1M | 14 | 2026-03-31 | → |
| 1218 | GABLES CAPITAL MANAGEMENT INC | MIAMI | 109608 | $438.8M | 8 | 2026-03-31 | → |
| 1219 | LLOYD ADVISORY SERVICES, LLC | SUWANEE | 150582 | $437.6M | 13 | 2026-03-31 | → |
| 1220 | CROWN WEALTH GROUP LLC | CHARLOTTE | 299732 | $437.5M | 10 | 2026-01-31 | → |
| 1221 | PEACHTREE WEALTH ADVISORS, INC | ATLANTA | 139779 | $436.8M | 3 | 2026-03-31 | → |
| 1222 | FOGEL CAPITAL MANAGEMENT INC | STUART | 108212 | $436.7M | 11 | 2026-03-31 | → |
| 1223 | RAVENSWOOD PARTNERS LP | MCLEAN | 327106 | $436.1M | 5 | 2026-05-31 | → |
| 1224 | QUESTMONT VIRTUAL FAMILY OFFICE, LLC | TAMPA | 335307 | $435.6M | 9 | 2026-03-31 | → |
| 1225 | ADVISORTRUST PARTNERS, LLC | RALEIGH | 304967 | $435.3M | 6 | 2026-05-31 | → |
| 1226 | MURPHY MIDDLETON HINKLE & PARKER, INC. | THOMASVILLE | 107861 | $435.3M | 4 | 2026-03-31 | → |
| 1227 | HORRELL CAPITAL MANAGEMENT, INC. | LITTLE ROCK | 115711 | $435.1M | 1 | 2026-03-31 | → |
| 1228 | BRANDON FINANCIAL PLANNING, INC. | MEMPHIS | 110267 | $434.9M | 5 | 2026-03-31 | → |
| 1229 | L1 CAPITAL GLOBAL INC. | MIAMI BEACH | 310223 | $433.6M | 3 | 2026-03-31 | → |
| 1230 | GREENBRIDGE PARTNERS LLC | LAKELAND | 304445 | $433.1M | 1 | 2026-03-31 | → |
| 1231 | MRWM ADVISORS, LLC | NASHVILLE | 288944 | $431.7M | 5 | 2026-03-31 | → |
| 1232 | NBZ INVESTMENT ADVISORS, LLC | KNOXVILLE | 123902 | $431.2M | 7 | 2026-03-31 | → |
| 1233 | STEADMONT ADVISORS, LLC | BIRMINGHAM | 328882 | $430.7M | 5 | 2026-04-30 | → |
| 1234 | CASTLE WEALTH MANAGEMENT LLC | BOYNTON BEACH | 118364 | $430.1M | 6 | 2026-03-31 | → |
| 1235 | POWER WEALTH MANAGEMENT LLC | ALPHARETTA | 315101 | $429.9M | 10 | 2026-06-30 | → |
| 1236 | SOUTHSIDE CAPITAL, LLC | MIAMI BEACH | 293785 | $429.9M | 5 | 2024-12-31 | → |
| 1237 | COMPASS FINANCIAL GROUP, INC. | DEERFIELD BEACH | 125186 | $429.7M | 6 | 2026-03-31 | → |
| 1238 | NAVIGATE WEALTH MANAGEMENT, LLC | BIRMINGHAM | 173770 | $429.6M | 8 | 2026-04-30 | → |
| 1239 | SHAYNE & JACOBS, LLC | NASHVILLE | 109423 | $429.5M | 5 | 2026-03-31 | → |
| 1240 | AGIS MANAGEMENT LLC | CLEARWATER | 172457 | $428.7M | 16 | 2026-03-31 | → |
| 1241 | SWMG HOLDINGS, LLC | ATLANTA | 285713 | $428.5M | 8 | 2026-04-30 | → |
| 1242 | HAVEN PRIVATE, LLC | ORLANDO | 329012 | $428.1M | 6 | 2026-04-30 | → |
| 1243 | CYPRESS CAPITAL, LLC | FRANKLIN | 171266 | $426.0M | 12 | 2026-03-31 | → |
| 1244 | PERIGEE CAPITAL, LP | SARASOTA | 122085 | $425.7M | 1 | 2026-03-31 | → |
| 1245 | BUTTONWOOD WEALTH, LLC | WINCHESTER | 305896 | $425.3M | 7 | 2026-02-28 | → |
| 1246 | DUBIN CLARK & COMPANY, INC | JACKSONVILLE BEACH | 282733 | $425.2M | 17 | 2026-03-31 | → |
| 1247 | ASHDON INVESTMENT MANAGEMENT, LLC | TULLAHOMA | 130180 | $425.1M | 6 | 2026-03-31 | → |
| 1248 | MASCAGNI WEALTH MANAGEMENT, INC. | CLINTON | 115046 | $424.5M | 6 | 2026-03-31 | → |
| 1249 | HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. | FAIRHOPE | 106454 | $424.4M | 3 | 2026-03-31 | → |
| 1250 | FIRST CITY CAPITAL MANAGEMENT INC | SAVANNAH | 104780 | $423.7M | 6 | 2026-03-31 | → |
| 1251 | SAGE FINANCIAL MANAGEMENT GROUP, INC. | MCLEAN | 143562 | $423.2M | 6 | 2026-06-30 | → |
| 1252 | FORZA WEALTH MANAGEMENT, LLC | SARASOTA | 281075 | $422.4M | 4 | 2026-03-31 | → |
| 1253 | INVESTMENT PLANNING ADVISORS | CUMMING | 299212 | $421.7M | 8 | 2026-03-31 | → |
| 1254 | PRIMETRUST ADVISORS LLC | GREENVILLE | 141625 | $421.6M | 3 | 2026-03-31 | → |
| 1255 | CAVALIER INVESTMENTS, LLC | ALPHARETTA | 281201 | $421.4M | 7 | 2026-03-31 | → |
| 1256 | GRAHAM, BORDELON, GOLSON & GILBERT, INC. | MONROE | 104612 | $420.8M | 4 | 2026-03-31 | → |
| 1257 | ACIMA PRIVATE WEALTH LLC | RICHMOND | 281496 | $420.4M | 7 | 2026-04-30 | → |
| 1258 | HOLLANDER ASSET MANAGEMENT LLC | MIAMI | 150343 | $419.7M | 2 | 2026-03-31 | → |
| 1259 | DIRECTED CAPITAL ADVISORS, LLC | ST. PETERSBURG | 162277 | $419.6M | 35 | 2026-03-31 | → |
| 1260 | ASPECT PARTNERS, LLC | FAIRFAX | 307273 | $418.2M | 8 | 2026-04-30 | → |
| 1261 | MILLER VALUE PARTNERS, LLC | SARASOTA | 110632 | $418.2M | 5 | 2026-03-31 | → |
| 1262 | MAUNEY-PITT FINANCIAL MANAGEMENT, INC. | SHELBY | 337870 | $418.0M | 6 | 2026-05-31 | → |
| 1263 | QUANTUM PRIVATE WEALTH, LLC | TAMPA | 307358 | $418.0M | 6 | 2026-03-31 | → |
| 1264 | COQUINA PRIVATE WEALTH LLC | PORT CHARLOTTE | 333615 | $417.6M | 12 | 2026-02-28 | → |
| 1265 | SEVEN MILE ADVISORY LLC | TALLAHASSEE | 324114 | $416.8M | 4 | 2026-04-30 | → |
| 1266 | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. | POMPANO BEACH | 135832 | $416.5M | 5 | 2026-03-31 | → |
| 1267 | CAPSTONE WEALTH MANAGEMENT, LLC | TUSCALOOSA | 118296 | $416.1M | 8 | 2026-03-31 | → |
| 1268 | BROADCREST ASSET MANAGEMENT, LLC | WINTER PARK | 287590 | $415.5M | 10 | 2026-03-31 | → |
| 1269 | FERGUSON SHAPIRO LLC | DECATUR | 297555 | $415.2M | 9 | 2026-05-31 | → |
| 1270 | CLEARWELL ADVISORS, LLC | TAMPA | 306186 | $413.5M | 9 | 2026-04-30 | → |
| 1271 | NORTHBRIDGE FINANCIAL GROUP, LLC | TAMPA | 310394 | $413.1M | 11 | 2026-02-28 | → |
| 1272 | ALTAMONT CAPITAL MANAGEMENT, LLC. | ASHEVILLE | 118979 | $412.3M | 2 | 2026-01-31 | → |
| 1273 | GUARDIAN WEALTH MANAGEMENT, LLC | CHATTANOOGA | 118668 | $411.1M | 11 | 2026-03-31 | → |
| 1274 | TAYLOR FINANCIAL GROUP, INC. | ROANOKE | 116744 | $410.0M | 6 | 2026-02-28 | → |
| 1275 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | FAIRFAX | 114957 | $409.7M | 8 | 2026-02-28 | → |
| 1276 | HILTON HEAD CAPITAL PARTNERS, LLC | HILTON HEAD ISLAND | 299375 | $409.5M | 6 | 2026-03-31 | → |
| 1277 | CODE WAECHTER LLC | TAMPA | 289372 | $409.0M | 9 | 2026-01-31 | → |
| 1278 | HERITAGE FINANCIAL, LLC | GAINESVILLE | 285149 | $408.0M | 8 | 2026-06-30 | → |
| 1279 | ASSET PLANNING CORPORATION | KNOXVILLE | 7890 | $406.6M | 9 | 2025-08-31 | → |
| 1280 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | ALBANY | 146655 | $406.5M | 9 | 2026-03-31 | → |
| 1281 | CLARITY CAPITAL ADVISORS, LLC | LAKEWOOD RANCH | 282405 | $406.3M | 2 | 2026-02-28 | → |
| 1282 | GUERRA ADVISORS INC. | MIAMI | 282409 | $406.2M | 12 | 2026-03-31 | → |
| 1283 | ALPHAMARK ADVISORS, LLC | FT. WRIGHT | 109366 | $405.8M | 5 | 2025-03-31 | → |
| 1284 | BALLAST ROCK PRIVATE WEALTH LLC | CHARLESTON | 322064 | $405.7M | 9 | 2026-03-31 | → |
| 1285 | ALTUS WEALTH MANAGEMENT, LLC | FT. MITCHELL | 153650 | $405.2M | 5 | 2026-04-30 | → |
| 1286 | LOTUS TECHNOLOGY MANAGEMENT, LP | ORLANDO | 335468 | $405.0M | 30 | 2026-03-31 | → |
| 1287 | QP WEALTH MANAGEMENT, LLC | BOCA RATON | 301071 | $405.0M | 7 | 2026-05-31 | → |
| 1288 | CORE WEALTH MANAGEMENT, INC. | JUPITER | 162870 | $404.7M | 4 | 2026-03-31 | → |
| 1289 | KANEN WEALTH MANAGEMENT LLC | COCONUT CREEK | 282746 | $404.6M | 5 | 2026-05-31 | → |
| 1290 | DUPREE FINANCIAL GROUP, LLC | LEXINGTON | 131091 | $404.4M | 7 | 2026-04-30 | → |
| 1291 | NAPLES ASSET MANAGEMENT CO., LLC | MOORESVILLE | 133978 | $404.3M | 11 | 2026-06-30 | → |
| 1292 | CLOUD INVESTMENTS, LLC | HUNTSVILLE | 281915 | $404.0M | 6 | 2026-02-28 | → |
| 1293 | ALEXANDER RANDOLPH ADVISORY INC | MCLEAN | 106024 | $403.9M | 5 | 2026-03-31 | → |
| 1294 | TILIA FIDUCIARY PARTNERS, INC. | WILMINGTON | 157852 | $403.7M | 8 | 2026-05-31 | → |
| 1295 | BCI SECURITIES, INC. | MIAMI | 168047 | $402.2M | 74 | 2026-03-31 | → |
| 1296 | PROATHLETE WEALTH MANAGEMENT LLC | BOCA RATON | 317372 | $402.2M | 5 | 2026-05-31 | → |
| 1297 | RATAN CAPITAL MANAGEMENT, LP | MIAMI | 160440 | $401.9M | 2 | 2026-03-31 | → |
| 1298 | H. L. ORMOND & COMPANY, LLC | GREENVILLE | 313593 | $401.4M | 7 | 2026-05-31 | → |
| 1299 | TAR RIVER WEALTH PLANNING, LLC | LOUISBURG | 328530 | $401.2M | 9 | 2026-02-28 | → |
| 1300 | INSIGHT STRATEGIC WEALTH LLC | KNOXVILLE | 147290 | $401.0M | 7 | 2026-03-31 | → |
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